SR 2 — A Resolution adopting Financial Operating Rules of the Senate.

PRINTER'S NO.   2

                      THE GENERAL ASSEMBLY OF PENNSYLVANIA



          SENATE RESOLUTION
             No. 2
                                                      Session of
                                                        2025

     INTRODUCED BY PITTMAN, JANUARY 7, 2025

     INTRODUCED AND ADOPTED, JANUARY 7, 2025


                                       A RESOLUTION
 1   Adopting Financial Operating Rules of the Senate.
 2      RESOLVED, That Financial Operating Rules of the Senate be
 3   adopted for the governing of the 209th and 210th Regular
 4   Session.
 5                                      2025-2026
 6                    FINANCIAL OPERATING RULES OF THE SENATE
 7   Rule 1.    Personnel.
 8      (a)     Central office.--The office of the Chief Clerk of the
 9   Senate shall serve as the central office of the Senate for all
10   personnel and payroll matters.
11      (b)     Employees of the Senate.--
12             (1)   Personnel files.--Before any individual is placed on
13      any payroll of the Senate, there must be in the office of the
14      Chief Clerk a payroll file containing:
15                   (i)     Full name of employee.
16                   (ii)     Full address.
17                   (iii)     Date of employment or job transfer.
18                   (iv)     Actual functional job title or description to
 1        include general hours of work, general job
 2        responsibilities and primary work location.
 3              (v)     The name of the Senator or Officer responsible
 4        for monitoring the employee's performance.
 5              (vi)     Notification of appointment signed by the
 6        authorizing Senator or Officer including a delineation of
 7        the account from which the employee is to be paid.
 8              (vii)     The current compensation level with signature
 9        approval of the authorizing Senator or Officer. Overtime
10        payments may be authorized only in emergency maintenance
11        and security situations with the signature approvals of
12        the Senator or Officer responsible for monitoring
13        performance, the authorizing Senator or Officer and the
14        President Pro Tempore.
15              (viii)     All information necessary for tax withholding
16        and benefit eligibility.
17              (ix)     Employment Eligibility Verification Form.
18        (2)   Maintenance.--It is the responsibility of the Chief
19    Clerk to develop procedures necessary to maintain this
20    payroll file information on a current basis. All payroll
21    changes shall be reflected by the next appropriate payroll
22    period providing said change is received in the office of the
23    Chief Clerk prior to processing of the payroll.
24        (3)   Reclassification of employees.--Any reclassification
25    of employees under the Senate of Pennsylvania Pay Management
26    Plan shall be submitted by the Senator or Officer authorizing
27    such reclassification to the Senate Committee on Management
28    Operations for approval or disapproval. The Senate Committee
29    on Management Operations is authorized to establish a
30    bipartisan subcommittee to consider and approve or disapprove

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 1    all such requests subject to an appeal by the Senator or
 2    Officer for consideration of the reclassification by the
 3    Senate Committee on Management Operations.
 4    (c)   Contract for services.--
 5          (1)   Service contracts.--For any person retained on a
 6    contractual basis by any Officer or Senator to provide
 7    services, the following documents shall be filed with the
 8    office of the Chief Clerk:
 9                (i)     A copy of the contract signed by the authorizing
10          Senator or Officer including:
11                       (A)   Full name, address and Federal tax
12                identification number of the contractor.
13                       (B)   Duration of the contract.
14                       (C)   Maximum cost of the contract and terms of
15                payment.
16                       (D)   Clear, detailed description of the type of
17                service to be performed or product to be delivered.
18                (ii)    The name of the Senator or Officer responsible
19          for monitoring the contractor's performance.
20                (iii)    Additional information as required by policies
21          of the Senate Committee on Management Operations.
22          (2)   Limitation on contracts.--Except as authorized by
23    policies of the Senate Committee on Management Operations, no
24    contract may extend beyond the expiration of the term of
25    office of the Senator.
26          (3)   Contract review.--All contracts for services shall
27    be submitted to the Chief Clerk for review and approval
28    regarding conformity with applicable laws, rules and policies
29    adopted by the Senate Committee on Management Operations.
30          (4)   Payment.--Payments under contract shall be made in

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 1      accordance with provisions of the contract provided that a
 2      voucher for such payment is received in the office of the
 3      Chief Clerk before the applicable processing deadline.
 4      Contractor performance shall be reviewed by the monitoring
 5      individual designated pursuant to paragraph (1)(ii), who
 6      under conditions of satisfactory performance and conformity
 7      to the contract shall approve the voucher prior to
 8      processing.
 9      (d)    Authorized accounts.--Salaries, wages and related
10   benefits shall be paid from accounts so authorized by the
11   General Appropriation Act. The authorized accounts may pay
12   expenses related to contracts for services.
13   Rule 2.    Travel allowances and reimbursements.
14      (a)    Senator travel.--Travel allowances or reimbursements may
15   be paid to a Senator who is engaged in travel in the performance
16   of legislative duties. Except as provided in subsection (c),
17   Senators are not authorized to lease vehicles on a long-term
18   basis and no payments will be made with respect to long-term
19   lease vehicle expenses incurred by Senators. Travel payments may
20   be claimed in connection with the following:
21             (1)   Mileage between home district and Harrisburg for
22      attendance at a session of the Senate.
23             (2)   Round trip travel between home district and
24      Harrisburg for other legislative activities.
25             (3)   All travel in the Commonwealth for legislative
26      business.
27             (4)   All travel to attend committee meetings, hearings,
28      conferences and seminars.
29      (b)    Employee travel.--Travel reimbursement may be paid to
30   employees engaged in travel while away from their primary

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 1   workplace provided that the travel is necessary for the
 2   performance of official business. Except as provided in
 3   subsection (c), employees are not authorized to lease vehicles
 4   on a long-term basis, and no payments will be made with respect
 5   to long-term lease vehicle expenses incurred by employees. When
 6   away from the Harrisburg area and from their workplace,
 7   employees may, subject to approval of the supervising Senator or
 8   officer, rent cars on a short-term basis for a period not in
 9   excess of that needed to carry out official business.
10      (c)   Rental of vehicle or conveyance.--
11            (1)   Short-term rental of vehicle or conveyance.--A
12      Senator whose Senate-provided leased vehicle is unavailable
13      may be reimbursed the actual legislative percentage expenses
14      for a short-term rental. A Senator or employee who rents a
15      vehicle or conveyance on a short-term basis, other than a
16      Senator's temporary replacement of a Senate-provided leased
17      vehicle, may be reimbursed only on an actual cost basis for
18      the legislative percentage of rental payments and expenses of
19      operation.
20            (2)   Long-term vehicle rental by Chief Clerk.--The Chief
21      Clerk is authorized to enter into a master lease agreement
22      with the Department of General Services for the long-term
23      lease of automobiles to be used by Senators and in the
24      operation of the Senate. The actual expenses of the lease and
25      operation shall be paid by the Senate's Incidental Expense
26      Account.
27      (d)   Allowable transportation expenses.--
28            (1)   Common or chartered carrier.--A Senator or employee
29      may be reimbursed for reasonable actual costs of carriage
30      when traveling by common or chartered carrier, including

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 1    expenses for parking, taxis, limousines and tolls. Claims for
 2    payment based on miles traveled cannot be paid.
 3        (2)   Personal vehicle or conveyance.--A Senator or
 4    employee who uses a personal vehicle may be reimbursed on
 5    such mileage basis as may be established by the Senate
 6    Committee on Management Operations. Reimbursement for use of
 7    other noncommercial vehicles or noncommercial aircraft shall
 8    be made on such basis as may be established by the Senate
 9    Committee on Management Operations.
10        (3)   Out-of-State travel.--
11              (i)     Nonmember Officers of the Senate and their
12        employees may claim expenses for travel outside the
13        Commonwealth, provided that such travel is approved in
14        the manner described in Rule 11. All claims for Senators'
15        and employees' travel outside the Commonwealth shall be
16        filed with the Office of the Chief Clerk in the manner
17        described in Rule 11.
18              (ii)     Senators and their employees may claim ordinary
19        and necessary expenses for travel outside the
20        Commonwealth provided that the travel is necessary to
21        attend a conference, seminar or meeting regularly or
22        specially scheduled by an organization which conference,
23        seminar or meeting has a legislative purpose. Senators
24        and their employees shall submit a copy of a registration
25        and agenda, in addition to any other documentation
26        required by these rules.
27              (iii)     Senators may also claim ordinary and necessary
28        expenses for travel outside the Commonwealth when the
29        travel has a legislative purpose, but is not for
30        attending a conference, seminar or meeting, provided the

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 1          purpose is approved by the Senate Committee on Management
 2          Operations, and provided further that approval is not
 3          required for legislative business in Washington, DC.
 4          (4)   No duplication.--If a Senator or employee is
 5    entitled to reimbursement from more than one source for
 6    legislative business performed on behalf of more than one
 7    committee or group, payment shall be received from only one
 8    source.
 9    (e)   Documentation.--
10          (1)   Expense voucher.--All requests for travel payments
11    must be made on an expense voucher showing:
12                (i)     Dates of travel.
13                (ii)     Legislative purpose of travel described in
14          reasonable specificity. Claims for out-of-State travel
15          shall also include such information as may be required
16          under subsection (d)(3).
17                (iii)     The number of miles traveled when claiming
18          reimbursement on a mileage basis. Such mileage claims
19          also should reflect an itinerary including point of
20          origin, furthest destination, and intermediate points and
21          the legislative purpose of the trips.
22          (2)   Receipts.--Receipts must be submitted to support the
23    cost associated with claims for:
24                (i)     Travel by common or chartered carrier.
25                (ii)     Leased vehicle or conveyance operation.
26          Receipts for gasoline and maintenance shall include the
27          license number of the vehicle and the location of the
28          purchase.
29                (iii)     Parking, limousine, toll charges and other
30          miscellaneous incidental items when any of these items

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 1             exceeds $25.
 2      (f)    Authorized accounts.--Travel payments can be made from
 3   any of the following accounts. Long-term vehicle or conveyance
 4   rental payments may be made from all accounts except paragraph
 5   (5). Authorized accounts are:
 6             (1)   Appropriations Committee Accounts.
 7             (2)   Senators' Legislative Accountable Expense Accounts.
 8             (3)   Incidental Expense Account.
 9             (4)   Caucus Operations Accounts.
10             (5)   Committee and Contingent Expenses Accounts.
11             (6)   Computer Services Accounts.
12   Rule 3.    Meals and lodging.
13      (a)    General.--A Senator may receive payments attributable to
14   ordinary and necessary expenses for meals, lodging and
15   incidental items provided that the Senator is engaged in the
16   performance of legislative duties. Depending on the nature and
17   location of the activity, as explained below, payments may be
18   made in one of the following forms: per diem allowance or
19   reimbursement for actual costs incurred.
20      (b)    Per diem allowance.--
21             (1)   A per diem allowance is an allowance for meals and
22      lodging expenses incurred in the course of a Senator's
23      duties. It is paid in lieu of reimbursement for actual
24      expenses in accordance with Internal Revenue Service
25      regulations. A Senator is entitled to receive a full or
26      partial per diem allowance for each day the Senator is in the
27      performance of legislative duties while in the Harrisburg
28      area (defined as within Dauphin County or otherwise within a
29      10-mile radius of the Capitol) or elsewhere in the
30      Commonwealth but away from home. Specific legislative duties

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 1      include attendance at sessions of the Senate, attendance at
 2      official committee meetings and participation in all other
 3      activities necessary or appropriate to the carrying out of
 4      the responsibilities of the Senator. Payment of a per diem
 5      allowance is authorized only when the legislative duties
 6      performed by the Senator occur more than 50 miles from the
 7      Senator's residence.
 8            (2)   Types of per diem allowance.--
 9                  (i)    A full per diem allowance not to exceed such
10            amount as may be established by the Senate Committee on
11            Management Operations may be claimed as an allowance for
12            meals and lodging and is in lieu of reimbursement for
13            actual expenses.
14                  (ii)    When the per diem entitlement derives from the
15            performance in the Harrisburg area of the specified
16            legislative duties set forth in paragraph (1), a Senator
17            may receive a partial per diem allowance in accordance
18            with policy established by the Senate Committee on
19            Management Operations for meals and incidentals.
20      (c)   Actual costs.--A Senator may claim actual costs for
21   lodging, meals and other incidental items incurred in the
22   performance of legislative duties in lieu of a per diem
23   allowance. Expense claims for costs of lodging, meals and other
24   incidental expenses incurred in the performance of legislative
25   duties outside of the Commonwealth may be reimbursed on an
26   actual expense basis or through a per diem allowance.
27      (d)   Employees' travel.--If an employee is engaged in travel
28   away from the normally assigned place of work necessary for the
29   performance of official business, the employee may be reimbursed
30   for ordinary and necessary actual expenses for lodging, meals

20250SR0002PN0002                       - 9 -
 1   and other incidental items. For rules regarding out-of-State
 2   travel, see Rule 11.
 3      (e)   Payment from one source.--If a Senator is entitled to a
 4   meal and lodging claim from more than one source for legislative
 5   business performed on behalf of more than one committee or
 6   group, payments shall be received from only one source.
 7      (f)   Review.--All authorized and approved meals and lodging
 8   claims shall be reviewed for inadvertent duplication by the
 9   Office of the Chief Clerk prior to processing and payment.
10      (g)   Recordkeeping.--Where a per diem allowance or
11   reimbursement is paid by a legislative service agency cofunded
12   between both Houses of the General Assembly, a copy of the
13   approved claim shall be furnished to the Office of the Chief
14   Clerk.
15      (h)   Documentation.--
16            (1)   Per diem allowance.--For payment of a per diem
17      allowance, a Senator must submit a voucher showing the date,
18      the legislative activity in which the Senator was engaged on
19      that date, the location of the activity and an affirmative
20      statement that the Senator incurred overnight lodging
21      expense.
22            (2)   Actual expenses of a Senator or an employee.--For
23      payment of actual expenses, a Senator or employee must submit
24      a voucher showing the date, amount, place and the legislative
25      activity in which the Senator or employee was engaged and
26      must submit a vendor or credit card receipt or invoice for
27      each item exceeding $10. Tips for meals may not exceed 20% of
28      the value of the meal.
29      (i)   Authorized accounts.--
30            (1)   Payments shall be made from the Incidental Expense

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 1      Account for authorized per diem allowances only for sessions
 2      of the Senate during which a Senator is recorded as present
 3      on any roll call vote.
 4             (2)     Payment may be made from the following accounts for
 5      other authorized per diem, meal and lodging claims:
 6                   (i)     Appropriations Committee Accounts.
 7                   (ii)     Senators' Legislative Accountable Expense
 8             Accounts.
 9                   (iii)     Incidental Expense Account.
10                   (iv)     Caucus Operations Accounts.
11                   (v)     Committee and Contingent Expenses Accounts.
12                   (vi)     Computer Services Accounts for actual expenses
13             only.
14   Rule 4.    Equipment and furnishing control and inventory.
15      (a)    Purchases, improvements and renovations.--The Office of
16   the Chief Clerk shall act as the sole agent for improvements or
17   renovations to Senate facilities at the Capitol Complex and for
18   the purchase, rental, control and inventory of durable
19   equipment, furniture and furnishings with a useful life of one
20   year or more and a cost greater than the limit established by
21   the Senate Committee on Management Operations for utilization in
22   both the Capitol and District Offices. Nonrecoverable items
23   including, but not limited to, carpeting, draperies and air
24   conditioners for use in and improvements or renovations to
25   district office facilities shall be purchased pursuant to
26   standards developed by the Senate Committee on Management
27   Operations.
28      (b)    Approval of purchase or rental.--All requests for the
29   purchase or rental of such equipment, furniture and furnishings
30   must be reviewed and approved by the Chief Clerk.

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 1      (c)     Senate inventory.--All approved requests shall be
 2   processed by the Office of the Chief Clerk, which shall maintain
 3   a full and current inventory of all durable equipment, furniture
 4   and furnishings secured on behalf of a Senator, Officer or
 5   employee of the Senate.
 6      (d)     Pricing and service.--The Chief Clerk shall take all
 7   necessary and reasonable steps to ensure that the purchase or
 8   rental of durable equipment, furniture and furnishings with a
 9   useful life of one year or more and a cost greater than the
10   limit established by the Senate Committee on Management
11   Operations shall be transacted at the lowest available price for
12   the quality, compatibility, availability and service of the
13   items being purchased or leased.
14      (e)     Documentation required.--Required documentation shall
15   include:
16            (1)   Request for purchase or rental showing:
17                  (i)     Date of request.
18                  (ii)     Item requested.
19                  (iii)     By whom request made.
20                  (iv)     Purpose.
21                  (v)     Signature approvals.
22                  (vi)     Record of subsection (d) actions taken.
23            (2)   Vendor's invoice or receipt detailing:
24                  (i)     Date of purchase or rental.
25                  (ii)     Vendor's identity.
26                  (iii)     Description of item purchased or rented.
27                  (iv)     Length of rental contract when applicable.
28                  (v)     Cost and payment terms of the purchase or
29            rental.
30      (f)     Authorized accounts.--Authorized accounts shall include:

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 1             (1)   Legislative and Printing Expense Account.
 2             (2)   Computer Services Accounts.
 3             (3)   Senators' Legislative Accountable Expense Accounts.
 4             (4)   Chief Clerk Employees' Salary and Expense Account.
 5   Rule 5.    District office expenses.
 6      (a)    Authorized expenses.--Expenses authorized shall include:
 7             (1)   Aggregate office rental in accordance with policies
 8      as may be established by the Senate Committee on Management
 9      Operations. No Senator, nor a member of the Senator's
10      immediate family, may have a financial interest in a district
11      office. For purposes of this paragraph, a financial interest
12      shall not include ownership in a publicly traded investment
13      vehicle, including a corporation, mutual fund, REIT or
14      limited liability partnership in which the Senator or a
15      member of the Senator's immediate family is not a managing
16      partner. Prior to entering into a district office lease
17      agreement, the Chief Clerk shall obtain and maintain a
18      written verification from the Senator that neither the
19      Senator nor a member of the Senator's immediate family has a
20      financial interest in the property. This Rule shall not
21      prohibit a district office from being located in a building
22      in which a Senator or a member of the Senator's immediate
23      family has a financial interest if rent, utilities or any
24      expenses that may inure to the benefit of the property or
25      landlord are not paid for by the Senate.
26             (2)   Insurance.
27             (3)   Printing services.
28             (4)   Telephone and data services.
29             (5)   Postage and mailing services.
30             (6)   Publications and subscriptions.

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 1             (7)    Nondurable supplies.
 2             (8)    Senator, employee and visitor parking.
 3             (9)    Janitorial maintenance and cleaning services.
 4             (10)    Utility services.
 5             (11)    Other items authorized for expenses as defined in
 6      the General Appropriations Act and policies of the Senate
 7      Committee on Management Operations.
 8      (b)     Documentation required.--A copy of the district office
 9   lease indicating the amount and payment terms shall be
10   maintained in the Office of the Chief Clerk. Vouchers shall
11   appropriately document expenses and legislative purpose for each
12   expenditure. Receipts or invoices shall be included for all
13   expenditures in excess of $25 per occurrence.
14      (c)     Authorized accounts.--Accounts authorized include:
15             (1)    Senators' Legislative Accountable Expense Accounts.
16             (2)    Chief Clerk Employees' Salary and Expense Account.
17             (3)    Legislative and Printing Expense Account.
18             (4)    Computer Services Accounts.
19             (5)    Caucus Operations Accounts.
20             (6)    Postage and Communication Expense Account of the
21      Chief Clerk.
22   Rule 6.    Capitol office expenses.
23      (a)     Types of expenses authorized.--Expenses authorized shall
24   include:
25             (1)    Utility services.
26             (2)    Insurance.
27             (3)    Printing services.
28             (4)    Telephone and data services.
29             (5)    Postage and communication.
30             (6)    Publications and subscriptions.

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 1             (7)    Nondurable supplies.
 2             (8)    Employee parking.
 3             (9)    Janitorial maintenance and cleaning services.
 4             (10)    Other items authorized for expenses as defined in
 5      the General Appropriations Act and policies of the Senate
 6      Committee on Management Operations.
 7      (b)    Documentation required.--Documentation required shall
 8   include vouchers appropriately documenting expenses and
 9   legislative purpose for each expenditure. Receipts or invoices
10   shall be included for all expenditures in excess of $25 per
11   occurrence.
12      (c)    Authorized accounts.--Accounts authorized include:
13             (1)    Legislative Printing and Expense Account.
14             (2)    Postage and Communication Expense Account of the
15      Chief Clerk.
16             (3)    Senators' Legislative Accountable Expense Accounts.
17             (4)    Appropriations Committee Accounts.
18             (5)    Caucus Operations Accounts.
19             (6)    Committee and Contingent Expenses Accounts.
20             (7)    Incidental Expense Account.
21             (8)    Computer Services Accounts.
22   Rule 7.    Official expenses.
23      (a)    General.--While engaged in the performance of
24   legislative duties, a Senator, Officer or employee expressly
25   authorized by a Senator may claim actual expenses as set forth
26   below.
27      (b)    Participation in conferences and seminars.--Expenses,
28   such as registration fees, incurred in participating in
29   legislative conferences and seminars may be claimed. Related
30   travel expenses incurred are discussed in Rule 2. Related meals

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 1   and lodging expenses incurred are discussed in Rule 3.
 2         (c)   Conducting meetings.--Expenses attributable to
 3   conducting legislative meetings or performing official duties
 4   may be claimed. Such expenses may include:
 5               (1)   Food and refreshment which are ordinary to the
 6         performance of a Senator's legislative duties, and for which
 7         there is a legislative purpose. In general, these expenses
 8         will be incurred during, immediately preceding or immediately
 9         following a substantial and bona fide legislative business
10         discussion.
11               (2)   Meeting room rental.
12               (3)   Incidental items.
13   (d)    Documentation.--
14               (1)   Participation in conferences and seminars.--Vouchers
15         shall show the amount, date, place and legislative purpose.
16         An agenda, and a registration form or other receipts, must be
17         attached.
18               (2)   Meeting expenses.--Vouchers of meeting expenses
19         shall include documentation regarding the amount, date, place
20         and legislative purpose. If a meeting expense is claimed by a
21         Senator or employee, the portion of the voucher amount
22         attributable to that Senator or employee shall be indicated.
23         A receipt or invoice shall be attached to the voucher.
24               (3)   Official duty expenses.--Vouchers shall show or
25         reference to records which show the amount, date, place,
26         legislative purpose and if claimed by a Senator or employee,
27         the portion of the expense amount attributable to the Senator
28         or employee. Restaurant, hotel or credit card receipt or
29         invoices must be attached.
30               (4)   Claims by Senate employees.--Vouchers involving any

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 1      official expenses claimed by Senate employees shall reflect
 2      formal authorization by the supervising Senator or Officer.
 3      (e)    Authorized accounts.--Payments shall be made from the
 4   following accounts:
 5             (1)   Appropriations Committee Accounts.
 6             (2)   Incidental Expense Account.
 7             (3)   Caucus Operations Accounts.
 8             (4)   Committee and Contingent Expenses Accounts.
 9             (5)   Senators' Legislative Accountable Expenses Accounts.
10             (6)   Computer Services Accounts.
11   Rule 8.    Special expenses.
12      (a)    Authorized expenses.--Expenses authorized include:
13             (1)   Flowers, baskets of fruit or other appropriate items
14      or memorial contributions to designated charities not to
15      exceed the amount established by the Senate Committee on
16      Management Operations. Recipients are limited to instances of
17      death or serious illness for Senators, Officers, employees or
18      their immediate families, or former Senators or their
19      immediate families, or deceased retired Senate employees, or
20      dignitaries including both incumbent or former elected or
21      appointed officials or their immediate families.
22             (2)   Rental of common carrier and other expenditures
23      inherent thereto for attendance at funerals of a Senator or
24      members of a Senator's immediate family, former Senators,
25      dignitaries, or Officers.
26      (b)    Documentation required.--Required documentation shall be
27   submitted by a member of leadership or nonmember officer and
28   shall include a receipt or vendor invoice showing: recipient,
29   instance, description of items delivered, date delivered and
30   cost.

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 1      (c)     Authorized accounts.--Payment shall be made only from
 2   the Incidental Expense Account.
 3   Rule 9.    Miscellaneous expenses of standing and special
 4                   committees.
 5      (a)     Committee proceedings.--Rental of meeting rooms and
 6   hearing facilities and payments to qualified court reporters or
 7   stenographers to record the proceedings authorized by the
 8   chairman of a standing or special committee of the Senate,
 9   including the cost of transcripts. Witnesses served with a
10   subpoena to testify before such proceedings shall be paid
11   witness fees and travel expenses as provided by Section 5903 of
12   the Judicial Code.
13      (b)     Printing and mailing.--Committee printing and mailing
14   costs for mailings relating to legislative business.
15      (c)     Publications and subscriptions.--Publications and
16   subscriptions.
17      (d)     Documentation required.--Vouchers or vendor receipts or
18   invoices stating vendor's name, services or amount of postage,
19   date, place, and total amount due or paid. Postage purchases
20   shall require a receipt from the Postmaster.
21      (e)     Authorized accounts.--Accounts authorized include:
22             (1)   Appropriations Committee Accounts.
23             (2)   Caucus Operations Accounts.
24             (3)   Committee and Contingent Expenses Accounts.
25   Rule 10.    Senate Committee on Management Operations.
26      (a)     Duties.--In addition to duties imposed by law or
27   otherwise by these rules, the duties of the Senate Committee on
28   Management Operations shall be:
29             (1)   To arbitrate a decision of the Chief Clerk of the
30      Senate relating to these Rules, in the event that a Senator,

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 1      Officer or employee shall disagree with a decision of the
 2      Chief Clerk of the Senate.
 3            (2)   To make a final decision in case of a dispute on a
 4      question of legislative intent or legislative purpose
 5      regarding an expenditure.
 6            (3)   To make a continuing review of these Rules as to
 7      expenditures and the reporting of expenditures, and, from
 8      time to time, to make such recommendations as are
 9      appropriate.
10            (4)   To adopt clarifications to these Rules through
11      interim policy determinations.
12      (b)     Records.--A record of the committee's decisions shall be
13   maintained. The Chief Clerk shall be responsible for maintaining
14   such records.
15   Rule 11.    Out-of-State travel.
16      (a)     Request for approval.--No nonmember Officer of the
17   Senate or any employee of any nonmember Officer shall be
18   reimbursed nor shall any of his or her expenses be paid for any
19   travel outside the Commonwealth unless such travel has been
20   approved by the Executive Committee or a majority of the
21   membership of the Senate Committee on Management Operations. All
22   requests for such approval shall be made to the Chief Clerk, and
23   shall include information relating to the destination, the
24   estimated cost of such travel, the number of days involved, and
25   the relationship that the travel has to the duties of the
26   Officer or employee making the request. In the case of an
27   employee, the request shall also be approved by the Officer.
28      (b)     Time limit for filing.--A copy of any request for
29   reimbursement or for the payment of any expenses relating to
30   out-of-State travel by a Senator or employee assigned to a

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 1   Senator shall be filed with the Office of the Chief Clerk within
 2   30 days of such travel. Copies of these requests shall be made
 3   available for public inspection in the Office of the Chief Clerk
 4   in accordance with the act of February 14, 2008 (P.L.6, No.3),
 5   known as the Right-to-Know Law.
 6   Rule 12.    List of employees and document access.
 7      (a)     Publication and distribution.--
 8            (1)   The Chief Clerk shall publish quarterly a listing of
 9      all employees of the Senate and its Officers, Committee
10      Chairmen, and Senators and all persons holding contracts for
11      services with the Senate or any of its Officers, Committee
12      Chairmen and Senators. The list for employees shall contain
13      the full name of the employee, the job title of the employee,
14      the compensation of the employee, and the name of the Senator
15      or Officer for such employee. For persons holding contracts
16      for services with the Senate, the list shall contain the name
17      of the contractor, the address of the contractor, a statement
18      of the nature of the duties of the contractor, and the fee of
19      the contractor as well as the name of the Senator or Officer
20      responsible for monitoring the performance of the contractor.
21            (2)   The list shall be published by February 1, for the
22      quarter ending December 31; by May 1, for the quarter ending
23      March 31; by August 1, for the quarter ending June 30; and by
24      November 1, for the quarter ending September 30. The list
25      shall be available for public inspection in the Office of the
26      Chief Clerk in accordance with the act of February 14, 2008
27      (P.L.6, No.3), known as the Right-to-Know Law.
28      (b)     Public inspection of vouchers and requisitions.--All
29   vouchers and requisitions relating to all expenditures,
30   expenses, disbursements and other obligations out of all

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 1   appropriated funds of the Senate shall be available for public
 2   inspection in accordance with the act of February 14, 2008
 3   (P.L.6, No.3), known as the Right-to-Know Law. Payroll and
 4   contracts for services shall also be made available for public
 5   inspection in accordance with the Right-to-Know Law.
 6      (c)     Copies of records.--Copies of financial records
 7   maintained in the Office of the Chief Clerk shall be made
 8   available in accordance with the act of February 14, 2008
 9   (P.L.6, No.3), known as the Right-to-Know Law.
10   Rule 13.    Personnel policies.
11      (a)     Preparation of rules and regulations.--The Senate
12   Committee on Management Operations created pursuant to Section
13   1.1 of Act No. 417 of 1967 is authorized to prepare and adopt
14   rules and regulations for uniform personnel policies and
15   procedures, job specification and pay plans including periodic
16   increments for Senate Officers and employees.
17      (b)     Approval of rules and regulations.--Each such rule or
18   regulation or any amendment thereto shall be prepared in
19   resolution form and shall be placed on the Senate calendar for
20   final approval or disapproval. The committee may when approved
21   by at least five Members of the committee including both Floor
22   Leaders implement such rules and regulations pending final
23   Senate consideration of them. Such resolution shall have the
24   force and effect of law in accordance with its terms when it has
25   been approved by the full Senate.
26   Rule 14.    Operations Manual.
27      (a)     Preparation and approval.--The Chief Clerk shall prepare
28   an Operations Manual of all rules, regulations, policies and
29   procedures which are promulgated by the Senate Committee on
30   Management Operations.

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 1         (b)   Distribution.--Upon approval, applicable sections of the
 2   Operations Manual shall be posted on the Chief Clerk's Intranet
 3   site for access by all Senators, Senate Officers and Senate
 4   employees.
 5         (c)   Maintenance and updating.--The Chief Clerk shall be
 6   responsible for maintaining and updating this manual as a result
 7   of revisions or amendments promulgated by the Senate Committee
 8   on Management Operations.
 9   Rule 15.     Effect and duration.
10         (a)   Current policies.--Policies of the Senate Committee on
11   Management Operations in effect on the date of the adoption of
12   these rules are hereby ratified and approved by the Senate.
13         (b)   Applicability.--These rules provide guidance to
14   Senators, Senate Officers and Senate employees in performing
15   their duties in the Senate. The changes contained in these rules
16   are to be applied prospectively and are not intended to reflect
17   on the propriety of past rules or practices of the Senate or its
18   Senators, Officers or employees.
19         (c)   Rules.--These rules shall be in full force and effect
20   until altered, changed, amended or repealed as provided in Rule
21   16.
22   Rule 16.     Changes to rules.
23         The consent of a majority of the Senators elected shall be
24   necessary to alter, change or amend these rules.
25   Rule 17.     Procedure for changing rules.
26         All alterations, changes or amendments to these rules shall
27   be by resolution which shall not be considered until first
28   referred to and reported from the Committee on Rules and
29   Executive Nominations.



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